Although his style and oppinion differs from mine
for the most part his posts are
NSTHIL, I bot ATVI at about 6 and have continued to add.
THDO Management is great so ultimately they will be a
good investment. In the long run all these companies
are going to get acquired so a rising tide lifts all
Peter Green, Market Analyst at Gerard Klauer
Mattison, appeared on Bloomberg today and commented on
stock picks and market
ERTS Delay in Sony Playstation gives a buying
opportunity. Acting extremely well against Nasdaq composite.
My understanding was that MAT was only trying to
off load the TLC assets/divison. Mattel has quite a
few other products Barbie, Hot Wheels, Pokemon for
which they spold GBC games or PC titles that did fairly
well. They were all sold under hte Mattel name.
Mattel has put its entire video/computer game
business up for sale. They may have the toy license, but
there is no way that they would bid for interactive
rights. They're out of the PC/video game business. Their
CEO, Jill Barad, lost her job over it. She paid a
whopping 3 Billion $'s for The Learning Company. When it
went bust, so did she and Mattel stock.
Sorry did not mean to trash the stock. I love the
company and the industry prospects. ERTS is the best
gaming company out there in the most solid position. I
just ten to think it is somewhat overpriced compared
to competitors such as ATVI. Even after you add in
the long term debt the market cap of ATVI way below
ERTS on a relative basis when you take total sales